The market has caught up with our misgivings about inflation in recent months (and then some), and recent inflation readings have...

Long term bond yields rose sharply in the first quarter, reflecting either expectations for faster economic growth, higher inflation, or...

During the March quarter we sold our remaining holdings of Discovery, prior to the sudden collapse in the share price in late March. We...

About fifteen years ago my wife-to-be and I enjoyed a street-side beer in Hanoi that cost us 20 cents. A minor scooter mishap might have...

It is undoubtedly true that for most investors investing via low-cost index funds is the best option to maximize long-term returns after...

In the third quarter it was reported that Boeing will cease production of the iconic 747 ‘Jumbo Jet’ after the last few orders come off...

Peugeot reported an 85% decline in first half operating profit to EUR 482m. Net income fell 68% to EUR 595m. This is an incredible...

In his book from 2013, The China Choice, professor Hugh White wrote: Even a relatively minor conflict between America and China would...

The danger of Coronavirus contagion is very serious, but there is a different kind of highly contagious pathogen that can be very...

March 2020 was one of the most volatile months in the history of the stock market. The S&P500's decline of 12% on Monday the 16th of...

In very simple terms our goal at Phronimos is to acquire shares in either 1) outstanding businesses at a reasonable price, or 2) in...

The Disney + streaming service achieved 10m subs within just days of launch, far exceeding the expectations of analysts. Disney had...

The US stock market just crossed a major threshold. For the first time in history the assets in passive mutual funds and exchange-traded...

Some notes so that their parents can try and explain what the heck Grandpa was thinking... If I told you there was a bank that was...

Interest rates are at historic lows across most of the developed world. Even the US Fed Funds rate of 2.25% - 2.50% is remarkably low...

Bayer's share price has been monkey-hammered from a high of EUR 116 two years ago to EUR 53. Depending on the size of the ultimate...